Civic Intelligence

Edgerton Area Foundation Inc.

990 • Fiscal year 2018 • EIN 34-1593384

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

PO Box 523Edgerton, OH 43517

(419) 298-2335

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

0.6%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

305%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,513,129

Up $13,788 (+0.6%) from 2017

Net Assets

Up

$2,513,078

Up $13,737 (+0.5%) from 2017

Liabilities

Up

$51

Up $51 from 2017

Revenue

Up

$132,956

Up $100,136 (+305%) from 2017

Expenses

Up

$61,816

Up $23,236 (+60%) from 2017

Net Income

Up

$71,140

Up $76,900 (+1335%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,194,132Liabilities 2011: $0Net Assets 2011: $2,194,1322011Assets 2012: $2,401,434Liabilities 2012: $0Net Assets 2012: $2,401,4342012Assets 2013: $2,404,521Liabilities 2013: $0Net Assets 2013: $2,404,5212013Assets 2014: $2,418,372Liabilities 2014: $0Net Assets 2014: $2,418,3722014Assets 2015: $2,439,721Liabilities 2015: $0Net Assets 2015: $2,439,7212015Assets 2016: $2,432,685Liabilities 2016: $0Net Assets 2016: $2,432,6852016Assets 2017: $2,499,341Liabilities 2017: $0Net Assets 2017: $2,499,3412017Assets 2018: $2,513,129Liabilities 2018: $51Net Assets 2018: $2,513,0782018Assets 2019: $2,546,568Liabilities 2019: $149Net Assets 2019: $2,546,4192019Assets 2020: $2,546,330Liabilities 2020: $144Net Assets 2020: $2,546,1862020Assets 2021: $2,644,683Liabilities 2021: $0Net Assets 2021: $2,644,6832021Assets 2022: $2,484,605Liabilities 2022: $328Net Assets 2022: $2,484,2772022Assets 2023: $2,504,765Liabilities 2023: $328Net Assets 2023: $2,504,4372023Assets 2024: $2,529,416Liabilities 2024: $428Net Assets 2024: $2,528,9882024Assets 2025: $2,479,572Liabilities 2025: $428Net Assets 2025: $2,479,1442025

Highlighted filing

2018

Assets$2,513,129
Liabilities$51
Net Assets$2,513,078

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $31,8832011Expenses 2012: $52,9462012Expenses 2013: $56,9472013Revenue 2014: $57,364Expenses 2014: $43,513Net Income 2014: $13,8512014Revenue 2015: $55,640Expenses 2015: $34,291Net Income 2015: $21,3492015Revenue 2016: $14,574Expenses 2016: $42,478Net Income 2016: -$27,9042016Revenue 2017: $32,820Expenses 2017: $38,580Net Income 2017: -$5,7602017Revenue 2018: $132,956Expenses 2018: $61,816Net Income 2018: $71,1402018Revenue 2019: $128,524Expenses 2019: $84,416Net Income 2019: $44,1082019Revenue 2020: $82,985Expenses 2020: $121,110Net Income 2020: -$38,1252020Revenue 2021: $68,315Expenses 2021: $95,116Net Income 2021: -$26,8012021Revenue 2022: $43,917Expenses 2022: $100,415Net Income 2022: -$56,4982022Revenue 2023: $80,929Expenses 2023: $126,385Net Income 2023: -$45,4562023Revenue 2024: $150,842Expenses 2024: $133,117Net Income 2024: $17,7252024Revenue 2025: $173,216Expenses 2025: $220,770Net Income 2025: -$47,5542025

Highlighted filing

2018

Revenue$132,956
Expenses$61,816
Net Income$71,140
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$507,956
Mission and Program Overview

Mission

To support charitable organizations in the edgerton area. This can include educational, religious, scientific and other charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,816,018$2,419,482▲ $603,464
Investments in Publicly Traded Securities$526,773--
Savings and Temporary Cash Investments$135,000--
Cash and Non-Interest-Bearing Accounts$21,550$93,647▲ $72,097
Total Assets$2,499,341$2,513,129▲ $13,788
Liabilities
Accounts Payable and Accrued Expenses-$51-
Total Liabilities$0$51▲ $51
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,166,572$2,169,262▲ $2,690
Temporarily Rstr Net Assets$289,317$310,923▲ $21,606
Unrestricted Net Assets$43,452$32,893▼ $10,559
Total Net Assets Fund Balance$2,499,341$2,513,078▲ $13,737
Total Liabilities and Net Assets / Fund Balance$2,499,341$2,513,129▲ $13,788

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,419,482--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andy FarnhamPresident
Sandra ThielDirector
Wayne WilsonDirector
Matt EldenTreasurer
Greg DietschVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$10,937
Program Service Revenue
$2,100
Investment Income
$119,866
Other Revenue
$53
All Other Contributions
$10,937
Change in Net Assets
$71,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,168
Other Expenses$9,302
Salaries, Compensation, and Employee Benefits$1,346
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,068--$28,068
Grants to Domestic Individuals$23,100--$23,100
Fees for Services Accounting-$6,060-$6,060
Other Salaries and Wages$1,250--$1,250
Insurance$241$1,005-$1,246
Office Expenses-$633-$633
Occupancy-$500-$500
Advertising-$358-$358
Fees for Services Other-$200-$200
Payroll Taxes$96--$96
Other Expenses-$80-$80
Total Functional Expenses$52,755$9,061$0$61,816
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cmh FoundationHicksville, OH501c3Memorial Garden$15,000
St Johns Lutheran ChurchHicksville, OH501c3Charitable Giving$7,229
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board reviews the tax return after preparation by a cpa firm.

Form 990, Page 6, Part VI, Line 19

Public documents are made available upon request and via the internet.

Filing and Contact Details

Filer

Filer Name
Edgerton Area Foundation
EIN
34-1593384
Phone
4192982335
Address
PO BOX 523, EDGERTON, OH 43517

Signing Officer

Name
Andy Farnham
Title
President
Phone
4192982335
Signed
2018-11-12

Organization Details

Principal Officer
Andy Farnham
Formed
1988
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Shultz Huber & Associates Inc
Address
101 CLINTON ST SUITE 2000, DEFIANCE, OH 43512-2172
Preparer
Tyson L Stuckey CPA
Phone
4197822000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE EDGERTON AREA FOUNDATION IS ORGANIZED TO BE A PUBLICLY SUPPORTED ORGANIZATION. FOR THE FOUR YEAR PERIOD FROM 2009 TO 2012 THE ORGANIZATIONHAD BETWEEN 50 AND 61 PERCENT OF THEIR INCOME FROM PUBLIC SUPPORT. THE PUBLIC SUPPORT FELL TO 28 PERCENT IN 2014 AND REMAINED AT 24 PERCENT FOR THE YEARS 2015 AND 2016,RESPECTIVELY BEFORE FALLING TO 18 PERCENT IN 2017. THE BOARD MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR CONTRIBUTIONS OF FUNDS FROM THE GENERAL PUBLIC AND THE COMMUNITY. THESE FUNDS COME FROM INDIVIDUALS, BUSINESS ORGANIZATIONS AND BEQUESTS FROM ESTATES OF THE GENERAL PUBLIC. THE LAST FEW YEARS THERE HAS BEEN ONLY SMALL BEQUESTS FROM ESTATES OF THE GENERAL PUBLIC. THE INDIVIDUAL AND BUSINESS SUPPORT IN THIS TIME FRAME IS NOT FROM THE GOVERNING BOARD OF EDGERTON AREA FOUNDATION. THERE WERE A NUMBER OF SMALL CONTRIBUTIONS. THE ORGANIZATION HAS A VERY LARGE MEMBERSHIP THAT REPRESENTS THE BROAD INTEREST OF THE ENTIRE GENERAL EDGERTON AREA. GRANTS ARE ISSUED TO GENERAL NON-PROFIT ORGANIZATIONS SUCH AS THE EDGERTON LIBRARY, EDGERTON RECREATION ASSOCIATION, EDGERTON FIRE DEPARTMENT AND EDGERTON SCHOOL. SCHOLARSHIPS ARE GIVEN TO A LARGE NUMBER OF EDGERTON AREA COLLEGE STUDENTS. THESE ARE NOT GRANTS FOR THE BENEFIT OF THE BOARD MEMBERS. THE INVESTMENT INCOME IS FROM INVESTMENTS OR ENDOWMENTS THAT HAVE BEEN RECEIVED FROM THE GENERAL PUBLIC; NOT FROM BOARD MEMBERS. THE BOARD IS STEPPING UP THE PROMOTION OF THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE EDGERTON AREA FOUNDATION IS ORGANIZED TO BE A PUBLICLY SUPPORTED ORGANIZATION. FOR THE FOUR YEAR PERIOD FROM 2009 TO 2012 THE ORGANIZATIONHAD BETWEEN 50 AND 61 PERCENT OF THEIR INCOME FROM PUBLIC SUPPORT. THE PUBLIC SUPPORT FELL TO 28 PERCENT IN 2014 AND REMAINED AT 24 PERCENT FOR THE YEARS 2015 AND 2016,RESPECTIVELY BEFORE FALLING TO 18 PERCENT IN 2017. THE BOARD MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR CONTRIBUTIONS OF FUNDS FROM THE GENERAL PUBLIC AND THE COMMUNITY. THESE FUNDS COME FROM INDIVIDUALS, BUSINESS ORGANIZATIONS AND BEQUESTS FROM ESTATES OF THE GENERAL PUBLIC. THE LAST FEW YEARS THERE HAS BEEN ONLY SMALL BEQUESTS FROM ESTATES OF THE GENERAL PUBLIC. THE INDIVIDUAL AND BUSINESS SUPPORT IN THIS TIME FRAME IS NOT FROM THE GOVERNING BOARD OF EDGERTON AREA FOUNDATION. THERE WERE A NUMBER OF SMALL CONTRIBUTIONS. THE ORGANIZATION HAS A VERY LARGE MEMBERSHIP THAT REPRESENTS THE BROAD INTEREST OF THE ENTIRE GENERAL EDGERTON AREA. GRANTS ARE ISSUED TO GENERAL NON-PROFIT ORGANIZATIONS SUCH AS THE EDGERTON LIBRARY, EDGERTON RECREATION ASSOCIATION, EDGERTON FIRE DEPARTMENT AND EDGERTON SCHOOL. SCHOLARSHIPS ARE GIVEN TO A LARGE NUMBER OF EDGERTON AREA COLLEGE STUDENTS. THESE ARE NOT GRANTS FOR THE BENEFIT OF THE BOARD MEMBERS. THE INVESTMENT INCOME IS FROM INVESTMENTS OR ENDOWMENTS THAT HAVE BEEN RECEIVED FROM THE GENERAL PUBLIC; NOT FROM BOARD MEMBERS. THE BOARD IS STEPPING UP THE PROMOTION OF THE ORGANIZATION.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012873
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt057162
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE GIVING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CMH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST JOHNS LUTHERAN CHURCH
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IRS990ScheduleI/RecipientTable/RecipientEIN1344462499
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0208 N COLUMBUS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOR INDIVIDUAL SCHOLARSHIP GRANTS THE EDGERTON AREA FOUNDATION MONITORS THE USE OF THESE FUNDS BY REQUESTING COPIES OF INVOICES FOR THE USE OF THE FEES PAID TO THE COLLEGES AND UNIVERSITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE TAX RETURN AFTER PREPARATION BY A CPA FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PUBLIC DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND VIA THE INTERNET.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052755
IRS990/TotalFunctionalExpensesGrp/TotalAmt061816
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt02100
IRS990/TotalRevenueGrp/ExclusionAmt0110289
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011730
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132956
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02499341
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt043452
IRS990/UnrestrictedNetAssetsGrp/EOYAmt032893
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0EDGERTON
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IRS990/USAddress/ZIPCd043517
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDY FARNHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04192982335
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDGERTON AREA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0341593384
ReturnHeader/Filer/PhoneNum04192982335
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 523
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A6EC27ABCD99279CC41F9A8749EE8BAD33F5015
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A6EC27ABCD99279CC41F9A8749EE8BAD33F5015
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.173.160.226
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:01:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341769212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHULTZ HUBER & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 CLINTON ST SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEFIANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0435122172
ReturnHeader/PreparerPersonGrp/PhoneNum04197822000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYSON L STUCKEY CPA
ReturnHeader/ReturnTs02018-11-15T14:01:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.17$0.22$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.08$0.13$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.04$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.07$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.08$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.13$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.13$0.06$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.03$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.01$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.06$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.06$0.04$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.03